Enterprise App Articles

Added in Version 0.41

• Overview
• Configure Job Pack Email Template
• Generate and Send a Job Pack

Added in Version 0.39

• Overview
• Configure an External Report

  NOTE: External Reports works perfectly with the Custom Reports feature. In Google Sheets, custom reports can be published into the required formats (HTML/PDF/CSV) in the main menu.

• Set Important Notes

  NOTE: These notes will be displayed on the Customer Card, Lead Card, Quote Card and Job Card.

• Configure Job Notification Time
• Configure a Scheduled Job Notification

  NOTE: EMAIL4 & EMAIL5 have been converted to Scheduled Job Notifications (so you can disable these by clicking Inactive)

• Configure User Calendars

  NOTE: The system will automatically import calendar events every 30 minutes.

• Configure Base Accounts
• Configure Category G/L Accounts

Added in Version 0.38

• Overview
• Configure Field Mapping
• Connect to Hubspot

Added in Version 0.37

• Overview
• Import Purchases into the Inventory Journal
• Generate a Datasource

  NOTE: Keep the URL private as anyone with the URL can retrieve data under the security of the datasource user. If a URL is compromised, please delete the datasource immediately as this will make the URL unusable. Create a Custom Report Read more…

Added in Version 0.36

• Overview
• Configure PV Owners Guide
• Example Site Plan: